• Twitter Updates

    • Categories

    • Seeking Alpha Certified
    • Archive for December, 2006

      « Previous EntriesNext Entries »

      Nortel’s Strategic Direction

      Sunday, December 17th, 2006

      For an interview and comprehensive read on where Nortel is heading strategically, check out Business Line. The story includes a number of graphics that provide some good insight into where Nortel is headed and some of the key trends within the high-tech/telecom industry.

      Should Cisco Be Worried?

      Saturday, December 16th, 2006

      Network World’s Jim Duffy sat down for an interview with Nortel CEO MIke Zafirovski. Duffy wasted no time putting Zafirovski on the spot by asking him why Cisco should worry about Nortel. Here’s the answer:
      “Cisco is a great company; I have lots of respect for them. Most people would say they are a very powerful [...]

      Is Nortel Back in BT’s Good Books?

      Friday, December 15th, 2006

      After being unceremoniously excluded from BT’s $19-billion next-generation network project a couple of years ago, it looks like Nortel could be getting back in BT’s good books. The two companies have signed a new, three-year deal with will see Nortel help BT provide its business customers with VoIP, multi-media, instant messaging and mobile communications services. [...]

      EDC Still Backing Nortel

      Thursday, December 14th, 2006

       
      Export Development Canada’s support of Nortel is alive and well amid news Nortel has amended its master facility agreement to extend the maturity date of the US$750-million facility for an additional year to December 31, 2008. This includes the existing US$300 million of committed support for performance bonds and similar instruments.

      Nortel’s Unveils MSFT Plans

      Thursday, December 14th, 2006

      For anyone wondering about what Nortel and Microsoft plan to together in the wake of their partnership announcement earlier this year, all the juicy details - or at least some of them - can be found here.

      The Kings of Cash

      Wednesday, December 13th, 2006

      Motley Fool has a story called the “Three Kings of Cash”, looking at companies (Qualcomm, Garmin, Volcom) that generates lots of free cash flow. For Nortel watchers, one paragraph that stood out was this one:
      “Unlike companies such as Nortel Networks (NYSE: NT), Blockbuster (NYSE: BBI), and Overstock.com (Nasdaq: OSTK), which struggle to keep the cash [...]

      Nortel’s New Niche: Hockey

      Tuesday, December 12th, 2006

      If this whole Wi-Max strategy doesn’t work out, Nortel may have another wireless business poised to propel growth: hockey arenas. Nortel has signed a deal with Scotiabank place - the home of the Ottawa Senators - to provide a “state of the art” wireless network throughout the building. Earlier this year, Nortel signed a wireless [...]

      The Power of Barron’s?

      Monday, December 11th, 2006

      Maybe investors’ enthusiasm for Nortel is healthily tempered. The stock has climbed a modest 30 cents to $22.84 in mid-afternoon trading despite the positive piece in Barron’s. Interesting.

      Barron’s Jumps on Nortel Bandwagon

      Sunday, December 10th, 2006

      Nortel’s PR machine continues to work its magic. After a positive story recently in the Wall St. Journal, the company is getting some serious love from Barron’s, which believes Nortel shares could climb by more than a third as its restructuring starts to bear fruit. I don’t have access to Barron’s Online but the article [...]

      Talking About Nortel

      Friday, December 8th, 2006

      I have a weekly podcast with Kevin Restivo called Talking Tech. This week, we are joined by technology analyst Duncan Stewart to talk about Nortel’s decision to split with its long-time auditor, Deloitte & Touche, and what it means in terms of Nortel’s strategic focus.

      Technorati Tags: Nortel

      « Previous EntriesNext Entries »